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Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

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Scott Gallacher: The painful truth about insistent clients

One of the many unintended consequences of the new pension freedoms is that, while technically people can cash in their pensions, the reality is most providers are unwilling to carry the can should things go wrong. This is most problematic with defined benefits schemes, where the existing scheme will not facilitate encashment. Instead, members must […]

MM leader: Shock election points to unstable future

As soon as that exit poll came out at the top of election night pointing towards a Conservative majority, the shock among political pundits (and indeed the electorate) was palpable. The pollsters, who had been widely forecasting a hung parliament, had to hastily rip up their predictions. The resounding support for the Tories, as well […]

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Rathbones’ Q1 outflows hit £414m

Rathbones’ total funds under management rose 6.3 per cent to £28.9bn at the end of the first quarter, but outflows at the unit were up 17 per cent. Total funds grew from £27.2bn in December 2014, rising 26.8 per cent year-on-year, according to the firm’s results for the first three months of 2015. However, outflows at the division […]

Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]

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